3 Peaks Financial
Assets Under Management
$49.4M
Number of Clients
272
Number of Advisors
2
Average Client AUM
$182K
AUM per Advisor
$24.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
3 Peaks Financial Advisors, LLC (3PFA) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create Investment Policy Statements and provide discretionary or non-discretionary investment management. 3PFA also offers financial planning services, including plan setup, consultation, and ongoing financial planning. They primarily advise on mutual funds, fixed income securities, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Fee Structure
3 Peaks Financial Advisors, LLC charges an annual fee paid quarterly in advance, based on the investment program/strategy and the initial household assets under management. The fee is based on the total amount invested in the household group. New accounts are added to their appropriate group. Groups are reviewed annually to see if the new total will be enough to lower the fee for all of the accounts in that group. Minimum account sizes are $25,000 for Premier Asset Allocation Models and Custom Asset Allocation Models, and $100,000 for the Premier Investment Plan.
Areas of Practice
Location
2677 E 17th Street,, Suite 100, Ammon, ID, 83406